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Non-Tech : Erin Sullivan
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To: Jack Hartmann who wrote ()12/13/1999 3:44:00 PM
From: Jack Hartmann   of 11
 
Fidelity's Aggressive Growth analysis and % of fund.
5-31-99 per Morningstar
Exodus Comm 6.03%
Qwest comm 2.96
CVS 2.36
Qualcomm 2.01
Amgen 2.01
MCI 1.99
Metromedia 1.92
Biogen 1.84
Comcast 1.76
Tyco 1.74
Immunex 1.69
Media One 1.63
Excite 1.62
PSI Net 1.59
Intuit 1.51
CMGI 1.44
Time Warner 1.39
Cisco 1.34
AOL 1.25
J & J 1.19
Telllabs 1.16
Sprint 1.12
BSX 1.09
ATT-libmedia 1.05
NTL 0.95
Cash 2.8%
41% in Medium cap stocks
37% in technology

Asset Allocation as of 10/31/1999
10/31/1999 09/30/1999 04/30/1999
Equity: 98.7% 96.7% 94.1%
Convertible Securities: 0.4% 0.4% 0.0%
Cash & Other: 0.9% 2.9% 5.9%

Five star rating by Morningstar
Above average risk

Now look at Top Ten Holdings as of 09/30/1999
EXODUS COMMUNICATIONS INC
BROCADE COMMUNICATIONS SYS INC
INTUIT INC
REALNETWORKS INC
FOUNDRY NETWORKS INC
CISCO SYSTEMS INC
QUALCOMM INC
TYCO INTL LTD
MCI WORLDCOM INC
VERIO INC

Primary Manager: Erin Sullivan
Manager Tenure: Since 04/1997
Managing Funds: Fidelity Aggressive Growth Fund (since 04/1997)

Funds Managed - Fidelity Select Retailing Portfolio
- Fidelity Select Software and Computer Services Portfolio

Lipper Ranking as of 11/30/1999

1 Year - #30 out of 408 Mid Cap
5 Year - #1 out of 147 Mid Cap

Cumulative Total Returns as of 11/30/1999

No Load Russell Midcap Growth*

YTD 70.77% 28.96%
1 Month 11.89% 10.36%
3 Month 21.67% 17.88%
6 Month 39.59% 20.82%
1 Year 93.94% 42.32%

She got me beat for YTD, but I got her beat for the other three.
Still, YTD is the most important, and she has done the best I have seen with a $5B+ fund.

Jack
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